What you can do in Crop Plan Studio
Crop Plan Studio is the primary planning workspace. Use it whenever you need to create, change, copy, apply or clear a plan for one or more paddocks. It shows the farm on one map, lets you select the paddocks in scope, works across matching programs, and shows the input and cost effect before anything is saved. It can also compare every paddock in one table, check plant-back and harvest withholding periods against the label, keep planning notes and decisions with the paddocks, and take plain-language instructions through the Studio's Agent (Ask Phase).
Use Map → paddock → Plan when you mainly need to view or check one paddock's plan, record completed work, or review its completed history. You can also edit one activity there when you specifically want Phase to find and offer its matching copies.
Open the right farm and season first
Desktop: select Plan in the top navigation.
Mobile: open More → Planning & Imports → Crop Plan Studio.
One paddock: open Map, select the paddock, then open Plan. A paddock's crop plan is its Plan tab; the old full-page crop planner has been retired, and an old link or bookmark to it opens the paddock on the map, on its Plan tab. Phase Agent's Open crop plan for a paddock opens the same tab, in the season Agent was talking about.
Studio plans one season at a time. Before changing anything, check the season shown in the Studio's top bar. The season's name is a button: tap it to change season without leaving the Studio. If the map or plan looks empty, an incorrect farm or season is the first thing to check. There is no farm dropdown in the Studio. To work on one property, select its paddocks on the map or say so to the Studio's Agent, for example "all the wheat at Kangaroo Well".
Mapped paddocks are required. If they are missing, open More → Farm Setup & Connections → Farms & Fields and add or import them first.
Add, change or delete a season
Select the farm-and-season button at the top right of the app. On a computer it drops down Seasons under the button; on a phone it opens Manage seasons from the bottom. Both start with your organisation and Switch, then the seasons. Each season is one row with a label saying Current, Planning or Ended, plus Default on the one Phase opens on, and a tick on the one you are working in. A season is the months it covers. Create season, or Edit in a season's ••• menu, asks for the month and year it Starts and Ends, and the season runs from the 1st of the first month to the last day of the last. Phase names it for you in the standard way: "2026" when it sits inside one calendar year and "2026-27" when it runs across two. You can type any other name, such as "Winter 26" or "2026 draft"; the name is only a label. Seasons can share months, for a winter and a summer crop say. Phase mentions the overlap and saves the season anyway. A season saved with dates part-way through a month keeps those dates until you change its months.
Renaming a season takes everything saved under it along: crop plans, harvest records, grain contracts and loads, rotation, prescriptions, budget snapshots and documents. If it was your default season, the default follows it. Phase won't rename a season to a name another season already has, or while paddocks already have plans saved under the new name; move or delete those first. A season can't end before it starts. The default season must be a season you have, so create it from Manage seasons first.
A season's ••• menu also has Copy, Move plans to put its plans in another season (shown when it has plans; each paddock's rotation entry, and any yield typed on it, moves with its plan), Clear activities, which removes the season's planned jobs and leaves completed ones where they are, with their spray records, including in a season that already has completed work (shown when it has activities), Default season, which makes Phase open on it, and Delete season. Each option has a line under it saying what it does. Moving plans, clearing activities and deleting open right under the season.
New farms start with a season named by its year, such as "2026". Seasons that used to be called "2026 Season" are now "2026", with the plans, harvest records, contracts and loads saved under either spelling in that one season.
Delete season in the season's ••• menu deletes it. An empty season deletes in one step. A season with anything saved under it takes two:
Phase lists exactly what Will be deleted (the season itself, and its plans with nothing done yet, with their planned jobs and product lines) and what Will be kept (plans with completed work, harvest records, grain contracts, grain loads, rotation, budget snapshots and documents), and where the kept records will show. Choose Continue.
Type the season's name, then choose Delete season.
Move any plan you want to keep before you delete its season.
Records kept from a deleted season keep its name. They are listed at the top of Manage seasons under "Saved under seasons that don't exist", with what each name holds; harvest records also stay on each paddock's Yield tab, and contracts and loads in Grain & Hay Storage. Choose Create season "…" to bring them all back, Move plans… to put the plans in another season (a season where one of those paddocks already has a plan cannot be chosen), or Delete plans to remove the plans with no completed work.
Understand the Studio screen
The map is for selecting the paddocks you want to work on. A plain tap selects one paddock and opens its sheet. To build up a selection on a phone, switch on the Select button (the pointer icon) in the top bar: every paddock you tap is then added, tap one again to take it out, or tap a crop in the legend to add all of that crop. A bar at the top shows the count and hectares; press Done to open the selection panel for all of them. On a computer, Shift-click does the same thing.
The layers button at the top right of the map (it names what the map is coloured by, such as Planned crop) colours the paddocks by something other than the planned crop: last season's crop, seasons running in the same crop, last yield against the farm's average for that crop, the latest surface soil pH, Plant-back (see Plant-back across the farm below), or To look at for paddocks with something flagged. The value is printed on each paddock as well as coloured, and each legend chip selects its paddocks.
Each crop is drawn in its own colour (canola yellow, wheat green and so on), and you can choose a different one. Open a crop's card in the legend at the bottom left of the map (the arrow beside the crop) and use Map colour, or tap Colour beside the crop on a paddock's Plan tab. Pick one of 16 named colours or Other colour; Use Phase's colour puts the crop back to the default. The choice is for the whole farm: every paddock in that crop changes colour on the map, in the Studio, in legends and charts and on printed plans, for everyone on the team. If the colour would be hard to tell apart from another crop's this season, Phase says which crop. Changing a colour needs permission to edit crop plans; everyone else sees the chosen colours.
The left column has two tabs. Library holds saved crop-plan templates and saved activities, and shows the day each saved activity is planned for: select Use, tap the paddocks on the map, then choose Apply to N selected paddocks on the bar over the map (on desktop you can also drag a saved item onto the map). Agent is where you type what you want changed or asked in your own words; see the Studio's Agent section below.
The planning panel is the paddock sheet for whatever you have selected. Its first line gives the selection's name and status in words (Planned, No program yet, 2 of 5 planned…), with Add activity and the plan's Actions menu beside them. Under it is one summary: the crop and its variety, Dryland or Irrigated if set, then Area, Cost (per hectare) and Total, then Nutrients (planned kg/ha, and applied so far once something has gone on) and Gross margin (Bad, Budget and Bumper per hectare). Nutrients and Gross margin open in place for the detail and for setting prices and yields. To change the crop or variety, press Change beside the crop's name. With several crops selected, the top shows the area and cost of everything selected, and each crop has its own summary under Plan.
Under the summary are four tabs: Plan (the season timeline and the activities), Checks, Notes (issues, and decisions and why) and Plant-back. A number beside Checks is how many want a look; a number beside Notes is how many issues and decisions are recorded. Each activity card keeps its own actions in the ••• in its header, and Mark done sits at the foot of the open card. A change you have typed but not saved shows under the line as, for example, "+$12/ha more" or "−$4/ha less". Past yields, the rotation and each season's program are in Compare (the History and Yield tabs), not on the sheet.
A paddock with nothing planned offers Create plan, Apply template, Copy from paddock and, when the paddock has a past season with a program, a button such as Use 2026 Wheat program (its most recent season with one).
With nothing selected, the panel shows the whole season: its area by crop as a ring in your crop colours, how much is planned with a % planned bar, the crop list with any Unassigned paddocks, any paddocks under Not cropped, then shortcuts to Inputs, Library, Spatial and Import plan, and Select all planned paddocks. Import plan opens Crop Plan Import and is shown to people who can edit plans.
The top bar is one row. On the left are "Crop Plan Studio", the season and whether your changes are saved. On the right are Library, Agent, Select and Compare (every paddock in one table), then Undo and Redo, then an Actions menu. Actions holds Inputs (stock, confirmed orders and machine hours), then the season tools Start from last season…, Plan check… (with how many rows are left to look at), Find a product…, Edit prices… and Plant-back across the farm…, then Share (PDF, CSV, email or Send to the farm), Change history, Quick walkthrough and What's new. While you are holding a template to apply, the bar over the map has Cancel and Apply, which stays greyed out until you tap paddocks.
The line under the season name says what is actually happening: saving, saved, not saved (with the reason) when a change fails, offline, "Unsaved edits in 2 activities" when you have typed changes into an activity card but not applied them, and "Updated: 3 paddocks changed on another device" when someone else has changed a plan while you had the Studio open.
Leave the Studio for Inventory or a paddock sheet and come back, or reload the page, and it is as you left it: the same paddocks selected, the map where you were looking, the same panels open, the activity you were half way through writing, and any rates you had typed but not saved. It is remembered per farm and per season. The Undo button works through the current sitting only; after a reload, undo one of your own changes from Actions → Change history with Undo this change (see Change history below).
Plan Studio on a phone
On a phone the top bar's buttons show as icons only, Redo is hidden and Actions is the ••• button. A Season button at the left of the four opens the season overview as a sheet: area by crop, % planned, the paddocks still to allocate, Select all planned paddocks and Import plan. Tap the season's name to change season without leaving the Studio. In the Phase iPhone and Android apps, Share → Download PDF report or Export data (CSV) opens the phone's own save dialog, so you can save the file or send it on.
What's new in Plan Studio
If you used Phase before 15 October 2026, the Studio opens once with What's new in Plan Studio. It lists the new tools by where they live: the season tools in Actions, Not cropped this season… and Shift dates… in a selection's Actions, Undo this change in Change history and Send to the farm in Share. Each line shows only to people who can use the tool, and most have an Open button. It is remembered for you, not the device, so closing it on the phone means the office computer won't show it again. Actions → What's new brings it back.
Previews, applying and undo
Most changes apply with one press. Adding an activity to the selected paddocks, saving edits to one, copying a plan to other paddocks or changing the price assumptions is finished by the button on the sheet. While it saves, the Phase loading glyph sits over the map, then a toast offers Undo.
A change that reaches several paddocks, or adds passes or plans, saves in one go: every paddock takes it or none does. That covers templates, saved activities, copying a plan or a pass, adding an activity, editing with All with this activity, clearing plans, Find a product and Plan check fixes. A few changes still save paddock by paddock: a plan with recorded work or a prescription on it, the low and high prices, dryland or irrigated, and a very large change. If one of those stops part-way, applying it again never adds a pass twice: the preview names the paddocks already changed and leaves them out, and Undo puts them back.
The preview bar still appears when there is a real decision to make: a paddock that already has that activity (add another, or replace it), a scope choice (just these paddocks, or every paddock with this activity), a paddock that would be skipped, or an edit that is blocked. Applying a whole template or an activity template from the Library always shows its preview, because those can rewrite an entire plan. Nothing in a preview is applied until you confirm it.
If someone else changes a paddock's plan while you have the Studio open, Phase catches up before it writes. When their change affects what you were about to do, the preview is rebuilt and you are asked to look again; nothing is written over. Undo asks first if it would remove edits made on another device. A change that breaks part-way (a connection drop, a permission refused) can be undone, which puts the paddocks back exactly as they were. Undo never touches a pass that has been marked done since the change: the rest of the change is undone, and the completed pass and its record stay as they were done.
Copying a paddock's program onto many others, applying a template, carrying last season forward or adding a saved activity lands in one save, so a copy across twenty-four paddocks finishes in seconds rather than minutes.
Build a plan from scratch
Step 1 — Open Plan and confirm the season.
Step 2 — Select one paddock on the map. To give several paddocks the same program, select all of them before adding the crop or activities.
Step 3 — Assign the crop and variety. Type a few letters and the Phase library's varieties for that crop appear with the breeder and herbicide-tolerance package; picking a variety fills a blank crop from it. Anything not in the list can still be used as typed. The Other crop box suggests Phase's standard crop names and tidies a typo, so "Barely" and "Barley" are the same crop to reports. Press Change beside the crop's name, then Change beside Variety, to set the variety for every selected paddock in one go, and on their seeding passes too; Change crop is in the same place. If the selected paddocks need different crops, work with one crop group at a time. Once a paddock has a seeding pass, the pass sets its crop; see Where the paddock's crop comes from below.
Step 4 — Select Add activity. It is one screen: type, name, timing, then the inputs as a ledger you can keep editing. Give the job a clear name, such as "Pre-seeding knockdown" rather than "Spray 1".
Step 5 — Pick the activity's Date. An activity has one date, not a window. An activity imported with an end date shows it under the date as "until 20 May", with Just this date to drop it; changing the date drops the end date too.
Step 6 — Add each input. + Seed opens the library on seed, + Product on everything, + Machine adds a machine with its running cost and diesel. Change a rate, unit or price in place instead of removing the line and picking it again. Each line shows its actives (a chemical) or its analysis and the kg/ha of each nutrient it puts on (a fertiliser). Under the ledger sit the $/ha, the total over the selected paddocks, and the N, P, K and S the activity adds up to. For sprays, also check the water rate, nozzle and droplet size. Add notes an operator or adviser will need to understand the job. Costs that are not a product or a machine, such as fertiliser cartage or contract spreading, are added on the saved activity's card with + Cost; see Costs that are not a product or a machine in Crop Plans And Activities.
Step 7 — For a seeding activity, the Crop and Variety pickers sit at the top and start blank: picking the seed fills them. They are no longer copied from the paddocks' plan. The seed line's rate is the sowing rate. There is no separate Sowing rate box once a seed line exists, and reports, Reconcile and the paddock sheet read the same number.
Step 8 — If the pass is a possibility rather than a commitment, tick Conditional: only if it is needed and say what would make it go ahead. See the conditional activities section below.
Step 9 — Save. Phase writes the activity to every selected paddock and offers Undo. Then open one or two affected paddocks and read the activity card once more. Check that 500 mL/ha has not been entered as 500 L/ha, and that the activity is on the intended season.
For example, if North 1, North 2 and North 3 all need the same knockdown, select those three paddocks before adding it. Phase creates the activity on those three plans without making you enter it three times.
If a product is missing, search can offer Add "name" as a new product, which adds it to Inventory for reuse, or leave it as a name-only plan line when you untick that choice. Linking the planned line to the correct inventory product improves demand, costing, labels, SDS access and Reconcile matching.
Where the paddock's crop comes from
The seeding pass sets the paddock's crop. Give a seeding pass another crop or variety, or put another seed on it, and the paddock's crop and variety for the season, and its rotation, change with it straight away. That works the same for a planned pass, a pass already marked done and a resow, in the Studio and on the paddock's Plan tab. Change history lists it, for example "Crop set to Barley Combat from Seeding". A seed picked from the Phase Library counts as its library variety, so "Maximus Barley" is Barley Maximus; a generic seed such as "Wheat seed" gives the crop and keeps the variety the pass names.
Nothing else moves a saved crop without asking. Changing a sowing rate or notes, editing a spray, reopening work, deleting a seeding pass (even the last one) or editing a product in Inventory leaves the plan's crop as it was. On the paddock's Plan tab, editing a seeding pass's date or notes keeps its crop, variety and sowing rate.
Marking a seeding pass done, or confirming a John Deere seeding job, with a seed of a different crop or variety from the plan asks first, for example "North 1 is planned as Wheat, Scepter. The seed recorded is Barley, Spartacus CL." under Update the paddock's crop for 2026?. Update crop changes the paddock's crop for the season, its rotation and the pass to what was sown, and the change shows in Change history. Keep the plan, or closing the question, changes nothing. Only people who can edit crop plans are asked.
A paddock's crop is whatever its plan is saved as, even before it has a seeding pass. A paddock planned as Fallow, a standing Pasture, or any crop allotted before its work is planned shows that crop on the paddock sheet, on the Map and in the Overview's crop area card. You do not need to add a seeding pass to make a fallow paddock read as fallow. A plan with no crop saved and no seeding pass still reads Crop not set. For a paddock left out of the season's crop program altogether, see Not cropped this season below.
Press Change beside the crop's name in the planning panel and a line under the crop and variety says where the crop came from, for example "Crop set by Seeding, Wheat Scepter, 15 May". When something disagrees it shows in amber without pressing anything, instead of quietly picking one: a pass saved as one crop with another crop's seed on it, two seeding passes sowing different seed, or a plan saved as one crop while its seed says another. The plan keeps what it says until they agree. A link such as Use Barley Combat takes the seed's crop through the normal preview. A pass that sows a mix counts as the seed it is saved as, whichever seed is listed first.
Change crop and the variety's Change still work, and now set every seeding pass on the plan as well, done ones included. The preview says so, for example "2 seeding passes (1 done) also set to Barley · Combat", and Undo puts them back. Applying a program for another crop with Replace planned makes the paddock that crop, and the preview says so ("1 paddock becomes Canola (from Wheat)"); adding a program alongside what is there never changes a crop the paddock already has. Changes made through Ask Phase move the crop the same way.
Saved plans keep their crop and variety until someone changes a seeding pass, uses Change crop or taps Use ….
Seed mixes on a sowing pass
Seeds sown together, such as a pasture blend of lucerne, clovers and medic, can be one seed product: a seed mix, made in Inventory → Seed → Actions → New seed mix (see Seed mixes in Inventory, Products And Stock). On a sowing pass, in Crop Plan Studio and on the paddock's Plan tab, a mix is one line at one rate, with its seeds and their kg/ha shown under it, for example "Warrego 4 · Goulburn 1 · Bindoon 1 kg/ha". Sow it heavier or lighter and every seed in it scales with it.
Pasture sown under the crop (undersown)
When a pasture goes in under a cereal on the same pass (lucerne, clover and medic under barley, say), the cereal stays the paddock's crop and the pasture seed is marked Undersown. The first seed on a sowing pass names the crop and its variety; a seed marked undersown never does, so barley undersown with a pasture is still barley.
Crop Plan Studio: add the pasture seed to the sowing pass that already has its crop seed. A pasture seed (lucerne, clovers, medics, ryegrass, phalaris and the other pasture species, or a pasture seed mix) added under a crop that is not itself a pasture goes on marked Undersown. To change it, open the ••• on the seed's row: Undersown: a pasture sown under the barley marks it, and Not undersown: count it in the barley's margin takes the mark off.
The paddock's Plan tab: adding a seed to a sowing pass that already has its crop seed shows a tick box, Undersown: a pasture sown under the barley. It starts ticked for a pasture seed under a crop that isn't a pasture, and unticked for anything else, such as a second variety or a forage mix with a cereal in it. A pasture seed already on such a pass that isn't marked shows Sown under the barley? Mark as undersown under it; one tap marks it.
A marked seed shows an Undersown tag, and the paddock reads, for example, "Barley · undersown with lucerne, clover and medic" on its Plan tab.
Costs. The pasture seed's cost is pasture establishment. It was still spent, so it stays in the farm's costs, but it is kept out of the crop's cost and gross margin, in Crop Plan Studio and in Financial Performance.
Sprays over the pasture. On the Checks tab, every spray going on after the pasture is sown is read against its label in the Phase Library. Where the label says something about undersown crops (some say not to spray cereals undersown with lucerne or medic), the check quotes the label's words. A herbicide whose label Phase can't read is listed with "label not read for the undersown pasture". A label that says nothing about undersown crops isn't flagged, which is not a clearance: Phase never says a product is safe on an undersown crop, so check the label before spraying.
Copying. Copying a whole plan to other paddocks keeps the mark. Copying one activity with Copy to other paddocks…, and templates, don't carry it yet: mark the pasture seed again on the paddocks it lands on.
Nothing changes on existing plans until you mark a seed.
Units of nitrogen, plants per square metre, and a season target
Three calculators sit inside the activity cards and work as you type.
Units and rate. Under every fertiliser line, in Add activity and on the activity cards, a second row reads, for example, "= 46 N units/ha". It updates as you change the rate and works backwards: type 60 into it and the urea rate follows. Blends show everything they carry, and you can pick which nutrient you are typing. The row also shows the total product and total cost over the paddocks in hand. The rate Phase lands on is rounded to one you would write down, and the units shown afterwards are what that rate actually gives.
A liquid fertiliser's analysis only means something once Phase knows whether the label states it by weight (% w/w) or by volume (% w/v), and its density. Those two fields are on the fertiliser's product form in Inventory. For a w/w liquid applied in L/ha, Phase turns the litres into kilograms with the density first: Flexi-N at 30 L/ha, 32% N w/w and 1.32 kg/L puts on about 12.7 kg N/ha, not 9.6. A w/v analysis is litres × the percentage, and solids are unchanged. The Phase library already records the basis and density for Flexi-N and similar UAN liquids, and your copy follows it unless you have changed the analysis. Until the fields are filled in, the line says Phase has assumed w/v rather than guessing quietly; a w/w liquid with no density is not calculated at all.
Sowing to a plant density. The seed line in a seeding activity has a Work out from plants/m² row. Enter the thousand grain weight and germination from the seed test and the establishment you expect, and Phase shows the plants/m² your kg/ha stands for, or type the plants/m² you want and the kg/ha follows. If the seed lot in Inventory has its TGW and germination recorded, pick the lot and they fill in; pick a heavier lot and the same plant density becomes a higher rate. Phase supplies none of these numbers itself, and each one is labelled with where it came from.
Season target. Open the Nutrients strip in a crop's summary and choose Set a season target…. Say "bring the season up to 100 kg/ha of N", pick which planned pass carries it (the last top-dress is offered first), and Phase works every paddock out separately: applied so far, still planned, the change, where that leaves it, and the new product rate, because every paddock starts somewhere different. Paddocks that cannot take the change are listed with the reason (already above the target, no such pass planned, no analysis for the product) rather than skipped silently. You can also add or take off a set amount, and round the new rates to the nearest 5 or 10; the season total shown is what the rounded rate really delivers. It applies as one change with one undo. Show what else this changes shows the knock-on effect on the rest of the plan before you apply.
Nutrient figures elsewhere in the Studio, the Compare table and the season plan PDF come from the same arithmetic, so they agree with these rows.
Edit a grouped activity in Studio
Studio groups the same planned job across the selected paddocks. Expand an activity to change it; the open card uses the same ledger as Add activity.
Step 1 — Select the paddocks that should be in scope.
Step 2 — Expand the activity in the planning panel. The name, and for a seeding activity the Crop and Variety pickers, sit at the top; Notes sits under the inputs. Application details holds method, droplet, nozzle, pressure, speed, target, row spacing and the harvest fields.
Step 3 — Change the detail, or a product rate, unit or price in place. As soon as you change a product's rate, unit or price, or a machine's or cost's figures, Cancel and Save appear straight under that line with Not saved yet beside them. Save saves that line alone; Cancel puts that line back and leaves anything else you have typed. To take a product or machine off, tap the ✕ beside it: a small red Remove appears just above it. Tap Remove and it is gone, with an undo in the corner, and the activity stays open so you can take the next one off straight away. Tap anywhere else, or the ✕ again, to keep it. Taking the seed off a seeding pass takes its variety with it, and replacing the seed with another changes the variety to the new one (a variety you typed yourself that the seed never named is left alone). Replace with another product… and Vary by zone in Spatial… live under the ••• on the row. Replacing a product leaves alone any pass where a zone prescription is set for that product, and the preview says to change it in Spatial. Drag the ⋮⋮ grip at the left of a product to move it up or down the mix; with a keyboard, focus the grip and use the up and down arrow keys. Machines sit in the same list with their running cost and diesel, and costs (cartage, fees, hire) with their kind. + Product, + Machine and + Cost under the list (and + Seed on a seeding pass) add another. A cost charged per tonne shows its $/t in the box, and its $/ha follows the pass. A strip under the inputs shows the activity's $/ha, the spend over the selected paddocks, and its N, P, K and S.
Step 4 — Select Save under the line you changed, or Save changes at the bottom of the activity to save everything you have typed at once. When more than one thing is waiting (a second line, or the activity's name, date, water rate or notes, which have no line of their own), the Save changes bar stays in view at the bottom of the panel while the activity is on screen. Phase writes the edit to the selected paddocks with that matching activity and offers Undo. A preview appears first only when there is a scope choice, or a paddock that would be blocked or skipped.
The selection matters. If one paddock is an exception, leave it out of the selection before editing the grouped activity. This is useful when most paddocks share a program but one has a different rate, product or timing.
While a template, saved activity, copied plan or carried-forward season is being applied, Phase shows progress over the map and prevents a second apply. The paddocks deselect when the write finishes, so the next template starts with a clean selection. Rate and product editing keeps the current selection.
The ••• in an activity card's header holds Copy to other paddocks… (then tap the paddocks on the map), Copy to Wheat paddocks missing it (named for the crop, with how many lack the pass), Save as activity template and Remove from N paddocks. Copying a pass leaves out, and names, any paddock that already has it. Passes with dates sort by date.
When a paddock has the same pass twice with the same products and rates, such as a split nitrogen program with two urea top-dresses, each pass has its own card, the earlier one first, each with its own date. A change on one card changes that pass only. With several paddocks selected, the first top-dressing on each paddock shares a card, and so does the second. All with this activity still reaches the same pass on every other paddock that has it. Passes that have no date, or share a date, get a ⋮⋮ grip on their card, so an undated program can be put in the order it is done.
A plan line linked to the wrong product
Every product line in a plan is linked to a product in your inventory or the Phase Library, and that link costs the line, counts it in Inputs and Demand, draws down stock and runs the label checks. When the link can't be right, the Studio says so under the line in plain words: a seed variety on a line measured in litres, per 100 L, as a % or per tonne of seed; a seed at a few grams a hectare in a spray; or a chemical or fertiliser standing in as the seed a seeding sows. For example, "Linked to Jaguar Medic, a seed in your products. Seed is sown by weight or seed count, but this line is 1 L/ha."
The activity card shows a Check product chip, the line shows the reason, and the Checks tab lists it. Open the card and choose Choose the right product: the product picker opens already searching the line's own name and keeps its rate and unit. Pick the right product, then Use this product. The fix applies to the paddocks on that card; a paddock where the same pass has a different mix is its own card and is fixed there. View-only users see the reason without the button.
With nothing selected, the farm overview says "N product lines may be linked to the wrong product", which product each is linked to, and Show N paddocks to select them. When a linked product goes by another name than the line, the line shows it quietly, for example "Stock: Jaguar (Bromoxynil + Diflufenican)". Normal plans stay quiet: fertiliser and trace elements in the spray tank, pre-emergents and in-furrow products at seeding, seed dressings per tonne, granular insecticides and snail bait are not flagged. Nothing in a plan changes until you choose a product, and the shared PDF does not list these.
Evidence for this decision
Open an activity with one paddock selected and Evidence for this decision shows what Phase holds that bears on it. For fertiliser: the latest soil test with its date, depth and how many sample sites it stands for, this season's applied and planned nutrients, last season's fertiliser and your budget yield. For seeding: the rotation, the last time the paddock grew this crop and what it yielded, and last season's weed, disease and pest notes. For sprays: last season's chemistry with herbicide groups, and the crop's herbicide-tolerance trait. Every line says where it came from, and a gap is shown as a gap.
Conditional activities
Some work is in the plan without being a commitment: "second N top-dress, review at GS30", "fungicide option, reassess on disease pressure". Open an activity and tick Conditional: only if it is needed, say what would make it go ahead and, if you like, a date to look at it again. The same tick-box is in Add activity, and a saved activity or program template remembers that a pass is an option.
A conditional activity shows with a dashed edge, a Conditional tag and its condition; its cost reads "if done $28/ha". It stays out of the committed numbers everywhere: the paddock and farm input cost, break-even and margin, the season's planned nutrients, the Inputs list (where the product shows beside the requirement as "+ 1.2 t possible"), the budget in Financial Performance, the planned demand in Demand in Inventory's Chemicals, Fertiliser and Seed sections, the adviser Products board, the season plan PDF's totals, and Phase Agent's answers about how much product a season needs. Untick it and it is a commitment again. Once it has been done it counts like any other completed pass. Phase never makes something conditional or commits it on its own.
Change history
Actions → Change history in the Studio's top bar opens a record of what has been changed in this season's plans: what the change was, who made it, when, how it came about (edited by hand, from a template, copied, carried forward, worked out by a calculator, or through Ask Phase together with the words you used) and the before and after of every value, such as "Urea in Top-dress · rate: 100 kg/ha → 130 kg/ha", with the paddocks it applied to. With paddocks selected it shows just their history; the selection's Actions → Change history for these paddocks… opens the same record. One row is one change however many paddocks it touched, and an undo shows as its own row. History starts from 17 September 2026; earlier edits were not recorded.
Edits made on a paddock's Plan tab show here too, labelled Edited on the paddock's Plan tab: adding, changing or removing a pass or product, applying edits to matching passes, and copying a plan or pass to other paddocks. Plan tab edits made before 15 October 2026 are not in the history. Fixing prices with Plan check's Use inventory price, and any change that brings a line up to today's inventory price, shows as the line's cost per hectare, for example "cost: $0.80/ha → $0.76/ha".
Undo this change. Your own changes in the history offer Undo this change, even after a reload. It shows what would go back, on how many paddocks, before anything is written: choose Undo change or Keep it. The undo is recorded in the history against the change. When a change can't be undone, it says why instead: the paddock has changed since, the work has been done since, a prescription or record is linked, the change was very large, or it removed or swapped products or set a figure whose unit the history doesn't keep.
Why is this paddock different?
Select paddocks of one crop and the panel says how many match the program most of that crop is on and how many differ, for example "16 match · 4 differ". Open it and Phase says what differs and at what level: "Urea at 130 kg/ha in Top-dress, the standard is 100 kg/ha", "No Glyphosate in Pre-emergent", "an additional activity: Snail bait", "Sown to Calibre, the standard is Scepter", with what each difference costs per hectare and a count across paddocks ("2 have a different urea rate"). Where the change history knows, it says how the difference came about: edited by hand, from a template, worked out by a calculator, who and when.
Each difference has two choices. Make same brings that paddock onto the standard in one undoable change; Make all same does every paddock with that difference as one change. Both change only the pass or product the difference is about: a paddock holding the same pass twice keeps the one that matches. Keep records your reason ("sandy country gets the extra"), shares it with everyone on the farm, and stops the difference being asked about again unless the value changes again. Phase never treats a difference as a mistake on its own.
Apply a template without losing local changes
Applying a program template to paddocks that already have a plan offers four choices in the preview: Skip planned, Add what is missing, Overwrite differences and Replace planned. Finished work is always kept. Paddocks marked Not cropped this season are passed by. Add what is missing leaves any activity a paddock already has under the same name exactly as it is, so a rate you changed on purpose survives, and adds only the passes it lacks. Overwrite differences replaces those same-named activities with the template's and leaves the paddock's other work alone. Before you apply, the preview says how many paddocks take the template as it is and lists the ones to look at, with what differs on each ("Sandhill — Urea at 130 kg/ha in Top-dress, the template is 100") and any planned for a different crop. "Skip planned" is still the default when some selected paddocks are unplanned.
What changes if these paddocks went into another crop
Selection panel → Actions → What changes if these went into another crop…. Pick the crop and, if you have one saved, the program. Phase runs the change against a copy of the plan, so the real plan is not touched, and shows two lists.
Recalculated for you: hectares by crop, committed input cost, every product's requirement before and after and what that leaves you short of, whole-farm nutrients, passes and hectares of work, budgeted production, and whether plant-back was checked for the new crop.
Yours to decide: no program chosen for the new crop, paddocks still carrying the old crop's budget yield and price (they are left out of the new crop's production until you set them, because a wheat yield is never counted as a canola yield), the same crop two years running, and production falling below what is contracted.
Take this to the plan… puts the same change in the normal preview to apply. A paddock already in that crop is left alone and listed as an exception, and the old crop's planned (never completed) work is cleared because it cannot stand under a new crop. Phase does not choose a program, a variety or a rate to fill the gap.
Plant-back checks
Phase does not carry plant-back intervals of its own and will not guess them. It reads the plant-back directions on the chemical labels in the Phase Library and offers them to you, but counts against a rule only once someone on the farm has confirmed it or typed it in. After that Phase does the counting for every paddock.
Step 1 — Select one paddock and open its Plant-back tab. Under Found on the label it lists the rules that the labels of products used on that paddock (over the last three seasons, or still planned) give for the crop planned there and the crop meant for next season. For example: "Sakura 850 WG Herbicide before Canola: 9 months and 250 mm of rain · read from the label, page 6", with a link to the label and the label's own words a tap away.
Step 2 — Choose Confirm to save it as a plant-back rule for that crop, with the label named as its source, or Not this one to put it away. Plant-back rules… also lists, under Found on the labels of this farm's products, every rule read from the labels of products in your inventory or plans. A rule the label gives only for "all other crops" or "susceptible crops" asks you to pick the crop first; one given as "bioassay" or "the following season" is saved as a rule to review. Labels that set intervals in a grid of soil pH (some chlorsulfuron and metsulfuron labels) cannot be read from text; they say so and point to the page, and you record those rules by hand. A product needs its Phase Library link in Inventory for its label to be read.
To record a rule by hand, choose Plant-back rules… and enter the active ingredient (so the rule follows the chemistry across brands) or the product, the crop to be planted, the days and the rainfall required, the rate range and soil pH range the rule applies to, anything else the label says, and where it is written down. A rule for a crop covers its herbicide-tolerant types unless the label names one: a canola rule covers a TT canola paddock, while "Clearfield canola" covers only Clearfield.
Step 3 — Read each paddock's answers. Phase finds what was actually applied over the last three seasons, counts the days to the planned sowing date, and adds up the rain that has fallen since. Each requirement gets one of four answers, each with its own word and symbol: Appears satisfied, Not satisfied, Review and Cannot tell.
Rain from your own station or gauge is "recorded". SILO's patched or gridded days are shown separately as "estimated", and a requirement that is only met by counting estimated rain is a Review, not a pass. A day with no record is unknown, not dry. Forecast rain is never counted. If the rule depends on soil pH, Phase uses a test only when it is on the same basis (CaCl₂ or water), and reminds you that a test is a point, not the paddock. Products that went on with no rule recorded are listed under Not checked, which is not a clearance, as are completed passes whose product Phase cannot identify.
Phase never says a paddock is safe to plant. Until a rule is confirmed or recorded, the tab says nothing has been checked. Check the current product label and your adviser before sowing.
Plant-back across the farm
Plant-back shows where you plan, not only on one paddock's tab.
On the map: choose Plant-back from the map's layer button. Every paddock is coloured and labelled with its worst plant-back state for the crop going in this season, in the same words as the tab: Not satisfied, Cannot tell, Review or Appears satisfied. Paddocks with no crop, or no chemistry on record, say so and are never shown as a pass. A product that went on with no rule recorded counts as Cannot tell, because not checked is not a clearance.
As a list: Actions → Plant-back across the farm… lists every paddock with its crop, its state and the products involved. Tap one to open it on its Plant-back tab.
Label rules to confirm: under the list are the plant-back rules Phase read from the labels of products applied on the farm this season and the three before, grouped by product. Confirm them one at a time, or with Confirm all N for this product. Nothing is saved without a tap, and only people who can edit plans can confirm.
A farm with no rules yet sees Cannot tell everywhere, with a note that nothing has been checked. A selection's Checks tab and the To look at layer include plant-back problems too.
Next season's crop and the Checks tab
On the Plant-back tab, for one paddock or several selected at once, set Meant for the next season: a crop you intend, without building next year's plan. Phase then checks this season's chemistry, applied and still planned, against it, for example "This season's program may constrain the Lupins you intend for 2028 — 400 days must pass after application, so not before 11 June 2028". Intended crops show in the Compare table's later-season columns, marked as intentions.
With paddocks selected, the Checks tab shows a number when there is something to look at: the same crop for the second or third season running, a pass dated on the wrong side of seeding (going by what it is called), a conditional activity whose review date has gone by, the same herbicide group in two passes this season or again after last season, a spray too close to harvest for the label's withholding period, a spray over an undersown pasture whose label speaks to undersown crops, a plant-back problem, and, just as plainly, what could not be checked (no seeding date, no herbicide group recorded on a product).
Harvest withholding. The Checks tab compares every product in the plan with the paddock's harvest (or windrowing) date and the harvest withholding period its label gives for that crop, for example "Glyphosate 540: 4 days before harvest; the label's harvest withholding period for wheat is 5 days", with the label's words underneath. Where the label sets the period only under a condition, where only the end of the spray window is too close, or where the pass is conditional, it asks for a look instead of failing. It says what it could not check: a harvest with no date, a crop the label gives no period for, a product not linked to its Phase Library product in Inventory, or a label Phase could not read a period from. It never reports "no withholding period" for something it did not find. Grazing withholding periods are not checked, because a plan has no grazing date. The label is still the authority.
Herbicide groups. The repeat-group check reads any common way of writing a group as the one group: the old letters printed before 2021 ("B" is Group 2), "Group 14 (G)", "HRAC Group K3" or a class name like "Triazine". A product linked to the Phase Library uses the library's group; a product with no group recorded uses its active ingredient's group. You do not need to retype groups on your own products.
Planning notes: issues, decisions and why
With paddocks selected, the Notes tab of the paddock sheet holds two things in your own words. A number beside Notes says how many issues and decisions are recorded.
Issues a paddock is being planned around: ryegrass, radish, acidity, compaction, anything. Each is marked with how it is known, Observed, Measured, Suspected or From history, so a suspicion never quietly becomes a finding. Tie an issue to the planned activities that are there to deal with it, and Phase can tell you which passes are addressing ryegrass and which paddocks have a recorded issue that nothing in this season's plan is tied to. If a pass that was addressing an issue is later taken out of the plan, the issue says so. Issues are resolved, never deleted.
Decisions and why: "left the fungicide conditional, pending a disease review", with the reason, any evidence, and what would make it worth another look. Last season's decisions for the same paddocks are shown underneath, so the reasoning is there when the same question comes round again. Phase records what was decided; it never claims a decision caused how a season turned out. Decisions can be printed on the season plan PDF.
Compare every paddock in one table
Compare in the top bar opens a table under the map with a row for every paddock. On a laptop or desktop screen the table is already showing when the Studio opens; close it and it stays closed while you work, and it is back the next time you open the Studio or switch season. On a phone or narrow tablet it opens only when you press Compare, so it does not cover the map. Seasons run newest on the left: this season's plan first, then last season, then the one before. A later season you have recorded an intention for sits to the left of the plan, so the row reads as one timeline.
History is a rotation board: the last five seasons across the page and a Last in this crop column showing when the paddock last grew what you are planning now and how many seasons running it has been in it. Tap any season's cell for the detail: variety and herbicide trait, yield, every product that went on with its date and rate, and what was noted in the paddock that year. Export downloads the rotation as a CSV: a row per paddock with the crop and variety for each season shown, oldest first, including this season's plan and any later season's intended crop. It follows the table's filters and number of seasons.
Filter the table by the crop planned this season and the crop grown last season, so "paddocks going into canola that were wheat last year" is two picks.
Soil shows every paddock's latest soil test at one depth (pick the depth if more than one was sampled), with the sampling sites averaged. A value outside the usual range has ↓ or ↑ beside it. Chart swaps the table for a trend line per paddock for one measurement (pH, Colwell P, PBI and so on); select paddocks to choose which, up to eight. Soil used to have its own button in a paddock's side panel; it is here now.
Yield shows recorded t/ha by season and this season's budget yield.
Nutrition shows all twelve nutrients for the season (N, P, K, S, Ca and Mg in kg/ha; Zn, Cu, Mn, B, Fe and Mo in g/ha), plus N applied and N still planned.
Finance splits cost into Fert, Chem, Seed and Other $/ha by each product's type, then the total, price, budget yield, break-even and margin. Other is machinery, fuel, contract rates and any product Phase cannot identify.
Tap any figure in the table to see what's behind it in a small window beside it. Tapping a figure doesn't select or deselect the row.
Soil: a chart of that measurement for the paddock at every depth sampled, with the latest reading and change at each depth. All shows the whole latest test as a measurement-by-depth table; tapping Tested shows the same table.
Yield: t/ha, area, tonnes, protein, screenings, moisture and grade where recorded, plus any harvest loads off the paddock with their tonne-weighted quality. This season's plan column shows the poor, budget and good yields in t/ha and tonnes, with the price. When no yield is saved on the plan, the budget yield is worked out from the paddock's history and marked "from history", the same figure Finance uses.
Nutrition: every pass that puts that nutrient on, with the product, rate, date and how much, applied and planned apart, and conditional passes listed separately. Check lists what could not be worked out.
Finance: the lines behind a cost figure (product, pass, date, rate, $/ha and paddock total); the total groups them into fertiliser, chemical, seed and other. Price, budget yield, break-even and margin open the gross margin working at poor, budget and good yields.
The Crop column opens the season plan, and Last in this crop opens that season.
The old Programs and Exceptions tabs and History's Crops / Herbicides / Yield switch are gone: tap a season in History to see what was sprayed and spread, use the match/differ line in the side panel to see who is off the standard program, and find flagged items on the map with the layers button → To look at.
Selecting rows selects the same paddocks on the map and the other way round. Drag the top edge to resize the table or use the arrows to give it the whole screen; on a phone it opens as a full-height sheet. History only ever shows work that was recorded as done: a pass that was planned and never completed is not history, and a season with nothing recorded says "No record" rather than looking like a fallow.
The Studio's Agent (Ask Phase)
The Agent tab in the left column, or the Agent button in the top bar, opens Ask Phase, the Studio's planning agent. It takes what you want in the words you would say to an agronomist. On a phone it opens as a bottom sheet. It uses the same message box as Phase Agent, with a status line while it works, and example requests are under Example requests.
Rates and nutrition: "Make the Roundup rates 1.5 L", "Increase urea by 30 kg", "Round all urea rates to the nearest 10 kg", "Bring all the wheat at Kangaroo Well up to 100 units of N", "Put another 20 units of N on the canola". "To" and "by" are never mixed up: "up to 100 units" is a season total, "another 20" is an addition. If N is going on through more than one pass, Phase asks which one should carry the change (or split it) instead of picking for you; answer with a tap or a few words ("the last pass", "just the urea").
Products in a pass: "Add 3 g of metsulfuron to the first post-em spray on every paddock following lupins". "First" and "last" work with any pass ("the last fungicide spray", "the first knockdown") and mean the earliest or latest by date on each paddock, whatever it is called there. "Following lupins" finds the paddocks however the crop was recorded ("Narrow Leaf Lupin", "Lupin" and "Lupins" all count); when nothing matches, the reply says what was recorded for that season in those paddocks and how many have no record. The product is added at the rate you gave. Phase does not choose a rate or check the label.
Swaps: "Swap all Roundup 570 for Crucial". When the two products are different strengths of the same active, Phase asks whether to keep the litres or keep the active going on, and shows the converted rate from the strengths recorded on each product. If they share no active it says so plainly; it never calls a different chemistry an equivalent. Give the new product's rate and price in the same sentence if you like: "swap Roundup for Crucial everywhere at 1.5 L and $9.80/L". The card shows the old and new rate and where the price came from. A price that matches inventory keeps those lines following inventory; a different one is kept as a plan price on those lines only, and inventory is not changed. With no unit, a price at a fertiliser-sized rate is read per tonne, as the price box on a pass does. A price that would cost more than any input could asks, for example, "did you mean $900/t?", and a figure Phase can't place is asked about rather than quietly dropped. A pass with a zone prescription for the old product is left alone, with a note to change it in Spatial.
Budgets: "budget the wheat at 3.2 t and $380", "wheat price 380, low 320, high 420", "bumper 4.5 t on canola". Phase sets those figures on that crop's paddocks only, with Undo. A low or high figure on the wrong side of the budget figure is refused, and so is a change by an amount: give the new figure.
The program: "Move the whole program back a week", "Bring the fungicide forward 3 days", "Make the fungicide conditional", "Delete the knockdown pass", "Apply the standard wheat template to all wheat", "Make Creek match North".
Follow-ups: keep talking. "actually make it 110", "just the urea", "except Creek", "only at Kangaroo Well", "round to the nearest 5". The request on the table is amended; the earlier version is marked as replaced and can no longer be applied.
Questions: "Which paddocks are missing a fungicide?", "How much urea do we need?", "What do we need to order?", "Which paddocks have the highest N?", "Why is Sandplain different?", "What still needs a decision?". Questions are answered without a confirmation, and an answer that is a set of paddocks comes with Select these N and Open in Compare. "What needs fixing in this plan?" is answered from Plan check, with Open Plan check; price problems are shown only to people with Financial records, and the answer says when they have been left out. A question is asked of the whole plan unless you say "these". "Why are these paddocks different?" compares them with the program most of that crop is on across the whole plan.
What would it cost, what happens if: "How much would bringing all the canola up to 120 units of N cost?" or "What happens if we put these 400 hectares into canola instead?" is worked out on a copy: cost, product needed against stock, season nutrients, the work that comes out, budgeted production, and what is yours to decide. Your plan is not touched unless you then choose Make this change.
Nothing is applied until you say so. Every change comes back as a card marked Proposed change and "Nothing applied yet": the paddocks and hectares it covers, the figures before and after, the product and cost difference, and, listed separately and never folded into the total, every paddock in your request that will not change and why. Small obvious edits get a one-line card; bigger ones show the working and what the figures rest on. Apply to N paddocks writes it through the same path as an edit made by hand (Show selects them on the map first; Cancel drops it), one Undo takes the whole change back ("Undo Agent change" on the card, or type "undo that"), and the change history records it as made through Ask Phase together with the words you used.
The panel header shows the season and what is selected. A change with nothing selected and no paddocks named is not guessed at; Phase asks. It will not guess at "north of the creek" or "the heavy country" either: select them on the map, or name them.
Ask Phase will not recommend a rate, a product or a clearance, turn a growth stage into a date, or invent a yield. Most requests are read on the device and never leave it. Only wording Phase cannot read itself is sent to a language model, which sees the sentence and the names it might refer to (paddocks, crops, products, passes), never rates, costs or the plan, and only translates it into a request that is then checked, calculated and previewed by the Studio like any other. If that service is unavailable, Ask Phase carries on with what it can read itself. View-only users can ask questions but not apply changes.
The Studio's Agent edits the crop plan you are looking at. For questions across the whole farm (stock in the shed, weather windows, yield, labels, livestock), use Agent in the main navigation, which is Phase Agent; opened from the Studio it knows you are in crop planning.
Inputs and capacity
Inputs (top bar Actions → Inputs, or the Inputs shortcut when nothing is selected) keeps four numbers apart for every product: what is on hand, what your plans have allocated (across every paddock on the farm, because the shed is shared, so a selection that looks covered on its own may not be), what is confirmed incoming, and what is still required after those. A product used only in a conditional pass shows as "possible" beside the requirement rather than inside it. With paddocks selected, a Whole farm / Selection switch at the top chooses whether it lists the inputs for the whole plan or just for those paddocks. A product planned in L on some passes and mL on others (or in g, kg and t) is one row, checked once against stock, so a shortfall can't hide between two rows. Units that can't be added together stay on separate rows that point to each other. Tap a product's paddock count to open it in Find a product.
Use Add confirmed incoming… on a product to record an order that is confirmed but not delivered. The order also appears on the product in Inventory under Confirmed incoming, with It has arrived and Not coming; marking it arrived only clears it from the list, and receiving the product into stock is still done in Inventory. Confirmed incoming is never counted as stock on hand. Planning never takes product out of stock; that only happens when a pass is completed. Products that are not in Inventory say "stock not tracked" rather than looking covered.
Underneath, Machine hours in a window: pick the dates (it starts on your seeding window) and Phase adds up the committed hectares planned for each machine in that window and divides by that machine's work rate, for example "about 46 h", and with hours-a-day filled in, "≈ 4 days at 12 h". The work rate is yours: record it once per machine in hectares an hour, right there or under Jobs & Maintenance → Machines (or Inventory → Machinery) → edit the machine → Running cost, fuel & work rate. A machine with no work rate recorded gets no estimate, passes with no machine named or no date are listed as not counted, and the panel says plainly that weather, breakdowns, filling and travel are not allowed for.
Plan check
Actions → Plan check… gathers everything in the season worth a second look into one list. The Actions menu shows how many rows are left to look at.
Prices: products with no price, prices that have changed in inventory, plan prices that differ from inventory, and costs no input could come to.
Products: lines not linked to inventory, lines linked to the wrong kind of product, the same product in two passes of the same kind, and a pass added twice.
Program: a crop with no program, no seeding pass or no nitrogen.
Each row names the paddock and the pass; tap it to open that pass. Tick rows and press Use inventory price or Link to inventory to fix them in one go. The fix shows in the preview bar first, and Undo puts it back. This is intended puts a row away for the season, for example your own seed at $0. An adviser who keeps a price list in the adviser workspace's Prices tab also sees Use my price list for unpriced lines the list covers; those prices are saved as each line's own plan price and the farm's inventory is not changed.
Find a product
Actions → Find a product… lists every product on passes still to do this season. Pick one to see its paddocks and hectares, and every pass that holds it, with date, rate and $/ha. Tick the passes you want (all are ticked to start with), then:
Replace with… another product, setting its rate and price in the same step;
Change rate, to a set figure or up or down by a percentage; or
Remove it.
Each is one change, shown in the preview first, with Undo. Done passes are never changed. Passes with recorded work or a zone prescription are shown but left alone, with the reason. Select these paddocks picks them on the map. People who can view plans but not edit them can still look a product up.
Edit prices from Plan Studio
Actions → Edit prices… opens the same spreadsheet-style price grid as Inventory → Actions → Edit prices, listing only the Inventory products on this season's passes still to do: chemicals, fertiliser and seed together. Type or paste prices, then Save (the product's price from today) or Save and update plans (also puts it on plan lines that follow Inventory, from this season on, leaving finished work alone). Products on the plan that aren't linked to an Inventory product are named under the grid, with a pointer to Plan check, which can link them. It needs the same permission as Inventory's Edit prices; without it the menu item is greyed out with the reason.
Shift dates
To move a whole program earlier or later, select the paddocks, then Actions → Shift dates…. Type the number of days (up to a year) and choose Earlier or Later. Every dated pass still to do on those paddocks moves by that many days, with its date window. Undated passes and done passes don't move. Choose Preview changes to see it first; it is undoable and shows in Change history.
Not cropped this season
Fallow, pasture and leased-out paddocks don't have to count as unplanned. Select the paddocks, then Actions → Not cropped this season…. Pick why (Fallow, Pasture, Leased out or Other), add a note if you like, and press Mark N paddocks not cropped. Only paddocks with no crop and no program this season can be marked; the sheet names any that stay in the crop program.
Marked paddocks drop out of % planned and the Unassigned count, get a dotted outline with the reason on the map, and sit under their own Not cropped heading in the season overview. Templates and Start from last season pass them by, and the printed season plan lists them on one line. The paddock sheet says why it is not cropped, with Put back in the crop program and Change…. If you give a marked paddock a crop or an activity, Phase asks first, and Undo puts the mark back. Nothing changes until a paddock is marked: every paddock starts in the program.
Clear plans from one or more paddocks
Use Crop Plan Studio to remove planned work without copying a replacement plan over the top.
Step 1 — Open Plan and confirm the farm and season.
Step 2 — Select every paddock whose plan should be cleared.
Step 3 — Select Actions. For one paddock, choose Clear this field's plan…. For several paddocks, choose Clear plans on N fields….
Step 4 — Read the confirmation. Check the season, affected paddocks, the number of completed passes Phase will keep, the input totals being removed and any selected paddocks Phase will leave untouched.
Step 5 — Confirm the clear only when the list is correct.
This action is for planned work in the selected season. It keeps completed work, its products and costs, even when a paddock also has work still planned. Paddocks with no plan or no planned work are not counted as cleared, and Phase identifies any protected, unaffected or failed paddocks. Use Select all planned paddocks on the empty-selection overview for a whole-farm reset. While you remain in Studio, Undo can restore the clear.
Do not use Copy plan → Replace plan just to remove plans. Replace is for applying a different plan to the destination paddocks; Actions → Clear plans… is the direct removal workflow.
When Phase asks "Apply edits to matching activities?"
This prompt appears when you edit an open activity from an individual paddock's Plan sheet and the same planned job existed on other paddocks before you edited it.
Phase identifies matching activities by their activity type, activity name, water rate, and product, adjuvant and conditioner lines, including each product's rate and unit. Extra spaces and capital letters in the activity name do not create a different match. The other activity must be Active or Planned and in the same selected season. Completed activities are not included.
The candidates are captured before your edit. This means Phase can still find the other copies after you change the original product or rate.
For example, six paddocks may all have "Pre-seeding knockdown" with Glyphosate at 1.5 L/ha. If you change one copy to 1.8 L/ha, Phase remembers the five activities that matched the original 1.5 L/ha job and asks whether they should receive the edit too.
In the prompt:
Matching paddocks are pre-selected.
Untick any paddock that should remain different.
Leave Copy product and equipment changes selected when added, removed or edited product and equipment lines should also be copied.
Clear that option when only the activity details, such as timing, water rate or notes, should be copied.
Select Apply to … fields to update the selected matches.
Select Not now to keep the edit only on the paddock you already changed.
Always read the paddock list before applying. A matching activity can have a different planned date because the matching check is based on the job and product setup, not its date. This lets you update a common product or rate without losing paddock-specific timing, but a timing edit will also be copied if you confirm it.
Change a product or rate safely
Step 1 — Decide whether the change is for one paddock, a selected group, or every matching copy.
Step 2 — Check the product identity and rate unit before entering the new value. A change from mL/ha to L/ha is not just a number change.
Step 3 — In Studio, select only the paddocks that should change and edit the grouped activity, or tell the Studio's Agent what you want and read the proposed change. To change one product wherever it is planned, use Actions → Find a product…. In a paddock Plan sheet, edit one activity and use the matching-activities prompt.
Step 4 — Review the new total requirement and estimated cost. If they look unexpectedly large or small, cancel and check the paddock area, rate and unit.
Step 5 — Apply the change and spot-check at least one normal paddock and any exception paddock.
Product and rate changes affect inventory demand. Open Inventory, choose Chemicals, Fertiliser or Seed and then Demand, or open Inputs in Studio, to review the new requirement and likely stock shortfall.
Start from last season
Use Start from last season when this season largely follows a previous program. It is in Actions at the top of the Studio, so you can use it at any time, and on an empty season it is offered on the map as well. It only fills paddocks with nothing planned yet this season: paddocks you have already planned, and paddocks marked Not cropped this season, are left exactly as they are, and the sheet says how many.
Step 1 — Choose the source season under Copy from (shown when there is more than one).
Step 2 — Choose what to copy. Copy what was applied (the default) brings a pass you finished across with the products and rates you actually recorded, including a product swapped when marking it done or fixed later with Edit what was applied, and John Deere jobs that matched no plan. Passes you never did keep what was planned. Copy the plan brings every pass across as it was planned, done or not.
Step 3 — Review each crop group and which paddocks are included, and choose what each old crop becomes this season. If you have recorded what a paddock is meant to grow this season, that crop is chosen for you.
Step 4 — Leave Carry program ticked only where the activities should also be copied. If the crop changes, the paddocks start the new crop with a clean program: build or apply it instead.
Step 5 — Choose Preview changes. Everything shows in the preview first, goes in all at once, and Undo puts it back.
Machines and costs come from the plan. Products are priced at today's inventory prices, not last year's, and a price you set on last year's plan is left behind; machines and costs keep their $/ha. Last season's harvest yield, moisture, grade and seed lot don't come across, and neither do the low and high prices or dryland or irrigated. Carried work is planned work: review dates, products, rates, varieties and costs for the new season rather than assuming last season is still correct.
If Add Activity is missing
Every active employee receives crop-plan editing access by default. Employees can create and edit plans and activities, copy activities, copy a whole selected-season plan, save a paddock's whole season as a template, and apply (or "paste") that template to another paddock without re-entering the work.
This access is limited to crop-plan authoring. It does not grant farm-setup changes, inventory administration or John Deere Reconcile rights.
After a permissions release, refresh Phase or sign out and back in. Confirm that you are in the correct farm and season, your employee membership is active, and the farm's subscription or trial is active. If editing controls are still missing, contact Phase support and include your name, farm, affected paddock, selected season and a screenshot.
Add products to an activity
When adding or editing an activity, add the products you plan to use. Check:
Product name
Rate
Unit
Total requirement
Water rate where relevant
The units row under a fertiliser, which shows what the rate delivers
If the product does not exist yet, add it in Inventory or create it from the product picker. Seed varieties can be searched from the Phase library like any other product; the variety, breeder and herbicide-tolerance package come with it.
The product picker opens with the product already on the line at the top, not a long A–Z list. Type a name, brand or active to search, or tap Browse all in my library. On a phone, changing a product opens a sheet so the rate and cost stay on the form. The same picker is used on the Plan tab, recommendations, Plan Studio and Spatial prescriptions.
Copy a program or activity
Use Studio to select the source program and destination paddocks, then preview the result before applying it. When you pick up a plan (Actions → Copy this plan to other fields…), a template or a saved activity, tap the paddocks it should land on; the count shows in the bar at the top, and on a phone its button reads "Copy to 3". The paddock sheet does not slide up over the map while you are choosing. Where a destination already has work, choose Add to existing or Replace planned in the preview; finished work always stays. Copying a whole plan in the Studio takes the whole program: passes already done on the source paddock come across as work still to do, as Copy plan on the Plan tab has always done, and the preview says how many.
You can also copy from one paddock sheet:
Step 1: Open the source paddock's Plan.
Step 2: For one activity, open its More menu and choose Copy to fields. For the whole selected-season plan, open the ••• menu beside Navigate at the top of the tab and choose Copy plan to other paddocks.
Step 3: Choose the destination paddocks and the existing-plan behaviour.
Step 4: Apply the change and review the destination status.
Keep existing (always picked first) leaves an existing same-season plan unchanged. Replace plan swaps the destination's plan for the copied one. Merge activities keeps the current plan and appends the copied activities.
Replace plan never quietly removes finished work. When a destination paddock has passes already done this season, Phase lists them (for example "North 1: Knockdown (done 3 May)") and asks first. By default the finished passes stay with their spray and seeding records, and only the passes still to do are swapped. Ticking Also delete the finished passes deletes them and their records and puts the stock they used back into inventory; it is only offered to people who can edit inventory, and work recorded from John Deere is undone from Reconcile instead. Applying a template with Replace planned in Plan Studio always keeps finished work. Re-importing a crop plan with Replace existing plans asks the same way as Replace plan, and never picks Replace existing plans for you when a paddock has finished work.
Direct copying preserves the plan dates, activity details, products, equipment links, rates, cost per hectare, plan-price overrides and preferred storage. Costs keep their kind, and a cost charged per tonne keeps its $/t and the product it is charged on. It also carries whether each pass is committed or conditional (with its condition and review date), what a sowing rate was worked out from (target plants/m², establishment, TGW, germination and seed lot), the nozzle size, and the diesel figure on equipment lines, so a conditional fungicide does not arrive on the new paddock as committed spend. When creating or replacing a destination plan it also copies crop, variety, target yield and price, the bad and bumper yields, the low and high prices, and dryland or irrigated. Merge keeps the destination plan's existing header values and appends activities without deduplication.
Copied activities become active planned work; completed status and completed-work history are not copied. After copying, check the destination status list for Applied, Kept or Failed, then retry only failed fields.
You can also ask Phase Agent to copy a plan, for example "Copy last year's canola plan to Creek for 2026" or "Put the same program on South". It shows what it will copy, and nothing is written until you choose Approve. It copies the same things as Copy plan, with the dates moved to the new season. If either plan changes between the preview and Approve, Agent stops and asks you to make the request again rather than copying something you did not see.
Save and apply templates
Use a crop template for a reusable multi-activity program and an activity template for one repeatable job.
Step 1: Open Crop Plan Studio and check the selected season and source paddock's plan.
Step 2: Select the source paddock and choose Actions → Save plan as a template. You can also open More → Templates to build one from scratch: New crop template on the Crop templates tab, or New activity template on the Activity templates tab.
Step 3: Check the suggested crop-and-season or activity name, change it if needed, then save the template.
Step 4: Apply it from the Studio Library (Use), or with Apply in Plan Studio on the template's row in More → Templates. Either way the Studio opens with the template picked up, and with the paddock already ticked if you came to Templates from a paddock's Plan tab. Tap the paddocks on the map, then Apply. Where paddocks already have a plan, choose Skip planned, Add what is missing, Overwrite differences or Replace planned in the preview, as described above. Finished work is kept, Undo takes it back, and Change history records it. On a phone the map shows straight away with the paddocks ready to tap.
The old Apply to fields sheet on the Templates page, with Keep existing, Replace plan and Merge activities, is gone. Saved activities (activity templates) apply the same way, with Apply in Plan Studio on their row.
This saves all activities and product lines from that paddock's selected-season plan, including which passes are conditional, so they can be reused on another paddock or in a later season.
Templates are reusable setup patterns. A template keeps each machine line's machine, running cost per hectare and diesel per hectare, and any price you typed on a product line. Other product lines are priced from inventory on the day you apply the template. A template saved before 4 September 2026 has no machine costs stored, so applying it fills each machine line from what you last entered for that machine or name. Templates do not keep target yield, target price, preferred storage or some paddock-specific settings. Review pricing on the destination plans after applying.
Planned dates. A template keeps the day and month each activity was planned for (14 May, say, with no year), and how long its window ran. Applied, each activity is dated on that day in the season it is applied to: a template saved from 2026 and applied to 2027 dates seeding 14 May 2027. In a season that runs across two years, the day lands in whichever year it falls inside the season. Saving a plan or activity as a template lists the dates being saved, and applying one says how its activities will be dated, or that they will be added undated. To change or remove a date, open the template in More → Templates and use Planned date under the activity (pick a day and month, or No date to add it undated). The Templates list shows whether a template is dated (all dated, 5 of 7 dated or no dates). An older template saved before templates kept dates shows no dates and adds undated activities until you set its dates or save the plan as a template again. A date typed when adding a saved activity in Plan Studio still wins over the template's, and any date can be moved on the paddock afterwards.
Saved activities in a crop template. When building a crop template on the Templates page, Add a saved activity copies one of your saved activities in, with its products, rates and timing. Change the copy without touching the saved one.
In More → Templates, the products on an activity are a spreadsheet: Product · Type · Rate · Unit · Price per unit. The unit beside each price can be switched, per kg or per tonne, per L or per kL, as on a plan line. A grey price is inventory's and is filled in when the template is applied; type over it to pin a price that travels with the template. Machine lines show $/ha and L/ha diesel instead of a rate. For cartage, a fee, hire or a lease, set the line's Type to Cost, then give its amount with /ha, /t product or /t grain beside it, and its kind; a per-tonne cost's $/ha is worked out on each paddock when the template is applied. Plans created from a template before 4 September 2026 still carry $0 on their machine lines; re-apply the template or edit the line.
Copy and paste in Phase
Phase does not use the device clipboard for crop plans. When someone says "paste", use Copy, Copy plan or a template's Apply in Plan Studio inside Phase so paddock, season, activity and product links stay connected.
Import a crop plan PDF
Open More → Planning & Imports → Crop Plan Import (or Import plan in Crop Plan Studio's panel when no paddocks are selected) and upload a crop plan or farm performance report PDF exported from your current farm management software. A Planned Season report becomes crop plans. A Farm Performance report becomes completed season history. Phase detects the report type and lets you switch it before importing.
Stay on the page while Phase reads the rendered report pages. It checks extracted figures against the report's printed totals and automatically reads a paddock again when the numbers do not reconcile. Then review paddock matching, the main decision the importer needs, and confirm the result. Products link automatically by name where possible; an unmatched product can still import with its printed name, rate and cost. If a product's cost reads more than $1,000 a hectare, usually a cost printed to three decimals and read 1,000 times too high, the review asks about it first under Costs that look 1,000× too high; see Crop Plan Import. An operation whose name plainly says it is a cost (cartage or freight, a lease or rent, a levy, fee or receival, insurance, hire or rental, contract or aerial work) comes in as a cost of that kind, and the review shows it as, for example, "cost: Lease & rent". Seeding, spraying and other operations stay machine work.
Before it writes, Phase shows a short check (how many activities on how many paddocks, which season, new paddocks, name-only products) and asks you to press Import a second time. Afterwards the receipt offers Undo this import for as long as none of the imported work has been edited, completed, reconciled or built on. Leave the page and the undo is kept: open Crop Plan Import again on the same device within 7 days and Your last import has Undo last import. See Crop Plan Import for the details. While a farm is on trial, Phase reads five crop plan or farm performance reports; a subscription has no limit.
You can ask your current farm management platform for a CSV export of your farm data (paddocks, crop plans, applications, products and costs). A CSV is much easier for us to import than a PDF. There's no CSV upload in the app, so email it to support@phase.ag and we'll import it for you. If an import fails or doesn't look right, email us the PDF and we'll process it for you.
Imported crop plans should always be reviewed before relying on them.
Planned work and completed work
The Plan tab shows planned activities. In the Studio, completed passes sit under the activity list in Completed · N passes, with each product's rate and the date they were done. Reopen on a pass takes it back to planned on every paddock it was completed on; see Reopen a completed job in Crop Plans And Activities. To correct a product, rate or unit on a completed record without reopening it, use Edit what was applied on the paddock's Plan tab.
When work is done, open the pass in Crop Plan Studio and select Mark done at the foot of its card, or open the activity from Map → paddock → Plan and select Mark done. Both open the same Complete activity form. When a Studio pass covers several selected paddocks, choose the paddock you are recording under Paddock first; its area and quantities fill in. Review its date, Area done (Whole paddock, or Part of it for a patch spray or a strip), operator, weather, products, actual rates or quantities and inventory choice before saving; the Note box at the bottom records anything worth keeping about the job. The Date is the day the work was done, and it is the date the job shows as done everywhere: "Done 7 May 2026" on the Plan tab, in Completed · N passes and History, in the withholding and plant-back checks and on reports. To change it later, Reopen the job and mark it done again with the right Date; Edit activity only moves the planned date. If seed (or anything else on the job) sits in more than one silo, shed or stack in Grain & Hay Storage, the form asks which one it Came out of. The finished job costs what you record as used, so change an amount that differs from the plan. If Phase finds the same open job on other paddocks, it can then offer Mark same job on other fields?. Review the suggested paddocks and untick any exceptions before marking those matching activities done.
For a job in a season that has finished, the Date starts on the job's planned date, or the season's last day if it has none, instead of today; a line under it asks for the day the work was done. Marking a seeding pass done with a different crop's or variety's seed asks whether to update the paddock's crop (see Where the paddock's crop comes from). On the Phase iPhone and Android apps, Mark done also works with no signal: see Marking work complete in Crop Plans And Activities.
Completed John Deere machine work is reviewed separately, in More → Data Feeds → John Deere (Reconcile). Reconcile lets you compare completed machine work against planned activities before saving records into Phase. The Deere mix name appears beside a reconciled activity in the Studio and the paddock sheet.
John Deere work confirmed on a paddock with no plan for the season is kept on a hidden plan for that paddock. The first Studio change that gives the paddock a plan (assigning a crop, applying a program or saved activity, copying a program, adding an activity or carrying a season forward) turns that hidden plan into the season plan. The preview names the paddock, for example "Hill: imported-actuals plan becomes Wheat, keeps 1 completed John Deere pass", and the completed John Deere work stays where it is. Studio sets the crop only; a variety comes from a seeding pass, so a variety chosen with the crop is not put on that plan, and the preview says so. Undo turns it back into the hidden plan. A paddock where it is unclear which plan to use is skipped with the reason shown, and the rest of the change goes ahead.
How crop plans connect to inventory
Products and rates in committed crop-plan activities feed into inventory demand. This helps Phase estimate how much product is required and whether you may be short on stock. Conditional passes are shown as possible demand, not counted.
To review requirements, open Demand in Inventory → Chemicals, Fertiliser or Seed (each shows its own products), or Inputs in Studio for on hand, allocated, confirmed incoming and still required. Check the underlying rates, units, paddock areas, prices and stock records before ordering.
Product prices on the plan
Every product line shows its price, and what the price is per, beside its cost per hectare, on the paddock's Plan tab, in Plan Studio and on templates. The price works the same way everywhere:
The small unit beside the price (for example /t) says what it is per, and you can switch it: per kg or per tonne, per L or per kL. Fertiliser, cereal seed and anything else put out at 20 kg/ha or more opens per tonne, as does a product you stock by the tonne, and liquids at 20 L/ha or more open per kL, so urea is typed as $912/t, not $912/kg. Chemicals and canola seed still open per kg or L. A number you have just typed keeps its value and is read in the new unit; a price Phase filled in for you is only shown in the new unit. Stored prices did not change: a line saved at $0.912/kg now shows as $912/t.
When a line would cost more than $1,000 a hectare, which no single input does, Phase asks before saving, for example "That prices Urea at $114,000.00/ha … Was $912.00/t meant? That is $114.00/ha." Choose Use $912.00/t or Keep $912.00/kg. A line already over $1,000/ha shows the question on its Studio card with the fix one tap away, but only holds Save changes while you are editing that line. Inventory's price is never copied onto a line, or offered as Use $X, if it would make the line cost more than $1,000/ha; the notice points you at the stock lot instead.
A line follows inventory unless you type a plan price. Inventory's price is the price you last set for the product, until newer stock arrives; else the average of the stock on hand, else the last lot you bought, else the product's List price in Inventory. With none of those, the line stays blank rather than reading $0.
To change a product's price on every plan at once, without opening each activity, use Inventory → Actions → Edit prices → Save and update plans, or the same grid from Plan Studio's Actions → Edit prices… (this season's products only).
Changing a line's rate, or anything else but its price, keeps how the line is priced. A line that follows inventory keeps following it, costed at today's stock price for the new rate; a line with your own plan price keeps that price; a line with no price stays unpriced instead of being saved at $0. The price box opens at the price the line is actually costed at. A following line whose product has no inventory price says "No inventory price for this product. The line keeps the price it was planned at." A line pinned to an old price by an earlier edit can be put back with Use inventory price.
A line added before its product had any price picks up inventory's price as soon as there is one, and the $/ha and totals update. You do not need to accept it.
Type a different price and it becomes a plan price for that line only. Inventory and your stock lots do not change. A typed price that matches inventory is not treated as a plan price. Lines with a plan price (including one you chose to Leave unpriced) are never re-priced or nagged; they show inventory's price quietly with a one-tap way back to it.
If a later invoice moves inventory's price under a line that is following it, the line shows Inventory price is now $X with Use $X or Keep $Y. Keep it and that price sticks as a plan price; use it and the plan is re-costed. In Plan Studio the activity card shows a Price changed chip.
Inventory's price is converted from however the stock was bought, so a tonne of urea prices a kg/ha rate correctly, whichever unit the line's price is shown in.
Only a line linked to an Inventory product can follow stock. A line typed by name that matches an Inventory product says Not linked to inventory: matches product on the Plan tab, with Link to inventory; one tap links it and the price follows. When Phase links plan lines to an Inventory product (from that button, Link to crop plan on a product, or after an invoice import or product merge), a line it has already matched to a Phase library product only links to that same product, whatever its wording. Lines that were linked to the wrong product before 20 September 2026 are not changed; pick the right product on the line.
Costs, nutrition and gross margins
Studio rolls up crop allocation, planned nutrition, input costs and gross margins across the farm, leaving conditional passes out of every committed figure. Costs such as cartage, receival fees, hire and leases count in the activity's $/ha, the plan's budget and the gross margin; see Costs that are not a product or a machine in Crop Plans And Activities. If the grain price you enter is already net of freight and receival fees, do not add those as costs as well, or they are counted twice. Seed marked Undersown is the pasture's establishment, so it is left out of the crop's costs and gross margin; see Pasture sown under the crop (undersown) above.
Under a crop's Gross margin strip, set a price and a Bad, Budget and Bumper yield in t/ha. Leave a box empty and that scenario follows the farm's yield history; each box says whether the number is yours or from history. Budget is the yield Financial Performance's Budget gross margin is priced from; its Actual or Forecast figure uses the harvest once one is recorded for the crop. The closed strip shows the three margins side by side; open, the table has season, yield, income per hectare, gross margin per hectare and total, with the input cost, break-even yield and area underneath. Press Save assumptions to keep what you typed.
Low and high prices. Beside Price are Low price and High price boxes. Set either and the open strip adds a table of gross margin per hectare for a bad, budget and bumper season at each price, so you can see how a price drop or a good market changes things. Low, price and high must run from lowest to highest. Finances still works from your one price; the low and high prices are for the margins only. When set, they show under each crop on the season-plan PDF (and the emailed copy), the Reports page Crop Plan preview and PDF, and the gross margin sheets in the CSV and Excel exports. Copy plan brings them across to the new paddock.
Dryland or irrigated. Select a crop's paddocks and choose Dryland or Irrigated beside Cropping method in the summary; Clear takes it off again. Undo and Change history work as for any plan edit. The season-plan PDF shows it beside the paddock count on each program (and on each paddock when a program mixes both), and the Reports Crop Plan CSV and Excel export add a Cropping method column next to Variety once any paddock has one. Copy plan brings it across; starting a new season from last season does not.
The same gross margins come out on the Gross margins page of the season-plan PDF and in the crop plan spreadsheets (see Share a plan). Every paddock is worked out on its own price, yields and inputs, and a crop is those paddocks added up, so a crop's figures always match its paddocks even when they have different prices; the crop then shows the average price, marked "avg" on the PDF. A paddock with no price, no yield or no inputs planned yet is left out of its crop's total, because counting it would overstate the margin. The spreadsheets still list it, marked price not set, no yield set or recorded or no inputs planned, and the crop says what it leaves out.
Treat these as planning estimates. Check crop prices, yield assumptions, product prices and paddock areas before relying on the result.
Review evidence for one paddock
A paddock's records sit in Compare, not on the paddock sheet: History for the rotation and each season's program (tap a season for what was sprayed or sown, the rate and the date), Yield for past yields and Soil for its tests and a trend Chart. With one paddock selected, an open activity also shows Evidence for this decision (see above). Use these records to review the plan, but confirm agronomic decisions with the appropriate professional advice.
The Spatial shortcut on the season overview (nothing selected) opens the zone-map workspace, and Vary by zone in Spatial… under a product's ••• starts a prescription for that line. Spatial is a Phase Ultra feature.
Share a plan
Select Actions → Share in the top bar to download or email the season plan as a PDF, download a CSV, or send it to the farm. Choose the scope (whole farm, current selection or a crop), the Layout (Grouped plan, or Paddock booklet for one page per paddock with its outline and program) and the Include toggles: costs, planned nutrition, inputs, Planning review (on by default) and Decisions and reasons (off by default). Then Download PDF report or Export data (CSV); in the Phase iPhone and Android apps these open the phone's save dialog. Review the preview and recipients before sending an email PDF.
Send to the farm. The Send to the farm step in Share hands the plan over; it needs permission to edit crop plans. Add a note if you like, and an email address for the PDF. Phase files the PDF in Documents and tells the farm's owners and managers, for example "Sam sent the 2027 crop plan for 42 paddocks". People who can see Finances and edit the farm can also tick Save a budget snapshot, which keeps the whole season's budget as it stands in Finances at the same moment. The step then shows when and by whom the plan was last sent, and how many changes have been made since. Nothing is hidden or locked: the plan stays visible to everyone on the farm, and you can send it again whenever it changes. Owners and managers control the alerts under More → Notifications → Crop plans: A crop plan is sent to the farm (straight away) and A sent crop plan has changed (at the morning reminder time, once for each new lot of changes), both on by default with no email. A farm run by an adviser practice has no owner or manager on it, so nobody there is told.
In the PDF, every program starts on a fresh page and paddocks with an identical grouped program stay together on that program's page. A conditional pass prints with "CONDITIONAL — NOT IN THE TOTALS" above its name, a dashed rule down its side, the condition you wrote and its cost as "if done"; the program total, the crop table, the front-page figure and the inputs total all leave it out and show the conditional amount separately. The marking is a shape and a word, not a colour, so it survives a black-and-white printer. Under a fertiliser line the PDF says what it supplies ("supplies N 46 kg/ha") from the product's recorded analysis, seeding shows the target plants/m² when you planned to one, and a small table after the gross margins gives kg/ha of each nutrient by crop for committed passes. The Gross margins page lists every crop with Bad, Budget and Bumper and the break-even yield, each crop added up from its paddocks, and says why a crop has no margin or what it leaves out, for example "excludes 2 paddocks, 192 ha: price not set". The total says "whole-farm" only when nothing is left out; otherwise it reads crops with a margin only and names what it leaves out. A conditional pass is not counted until it is done, and a product line saved without a price but linked to a stocked product is costed at its inventory price, as in Plan Studio and Financial Performance. Money prints in your farm's currency. An undated pass prints "No date set".
The Planning review page at the back lists only what is still open: conditional passes awaiting a decision (flagged when the review date has passed), plant-back checks that are not plainly satisfied, recorded paddock issues that nothing in the plan is tied to, passes with no date, and any of the Studio's checks still open. Each line carries its state as a word (Not satisfied, Review, Cannot tell) and names every paddock. It reflects only the plant-back rules your farm has recorded, lists a rain-dependent rule for review because the report does not count rain, and says plainly that it is not a label check and never that a paddock is clear to plant. If nothing is open, there is no page. Decisions and reasons prints the decisions recorded on the Notes tab with the reason and what would make you look again.
An emailed copy carries the same information; if a very large plan had to be shortened to send, the first page says what was left out. Export data (CSV) has Commitment and Condition columns on the end so a spreadsheet total can leave conditional rows out; the existing columns have not moved.
Under the plan rows, after a blank line, the CSV carries two gross margin tables, Gross margin by crop and Gross margin by paddock, with the same figures as the PDF. Each paddock row shows its price, its bad, budget and bumper yields and whether each is yours or from the farm's yield history, income and input cost per hectare, the margin per hectare in a bad, budget and bumper season, the income, input cost and margin across the paddock at budget, and the break-even yield. A spreadsheet formula that adds up a whole column should stop at the blank line. The CSV always carries costs and margins, whatever the costs toggle says. The same two tables are in the crop plan spreadsheets from Reports; see the Reports article.
After applying or importing important changes, verify a sample of paddocks in the paddock sheet before relying on the plan in the field.
If demand looks wrong, check:
Selected season
Paddock area
Product rate
Rate unit
Copied plans
Duplicate activities
Whether the pass is conditional
Recommendations
Use the Recommendations tile on Overview to manage recommendations across the farm. Open it to switch between:
Inbox — waiting for a decision
In plan — already added to a crop plan
Done & ignored — completed, rejected or ignored recommendations kept as a record
An ignored or knocked-back recommendation can be opened from Done & ignored and Restored to the Inbox. Select + on the tile, or New recommendation in the management view, choose the paddock and write the recommendation. Phase then opens that paddock's composer directly.
You can still open Map, tap a paddock, choose Plan, then New Reco. Creating recommendations is shown only when your farm access allows it.
Every recommendation has Also apply to under its paddock: add paddocks from the + Paddock list, or choose Pick on map and tap paddocks on a full-screen map (tap again to take one off), then Use N paddocks. A saved recommendation can be changed from View → Edit while it is still a draft or sent on every paddock, by the person who wrote it or a farm owner or manager; see Recommendations in Crop Plans And Activities. Add cost in the composer puts a cost on the recommendation, such as aerial application or contract spreading. The composer's Templates menu lists your saved activities too: picking one fills in the products and rates, water rate, method, target and notes. Add to plan can replace a planned pass the recommendation firms up instead of adding a second one.
Tips for clean crop plans
Check the season before adding activities.
Use consistent product names and pick crops and varieties from the list.
Check units carefully, especially L/ha, mL/ha, kg/ha and L/t.
Read the units row under a fertiliser to see what the rate delivers.
Mark a pass conditional rather than leaving it in the plan as a commitment you may not make.
Mark fallow, pasture and leased-out paddocks Not cropped this season so they don't count as unplanned.
Run Plan check… before you order or send the plan.
Review copied plans paddock by paddock.
Keep planned and completed work separate.
Use Reconcile (More → Data Feeds → John Deere) for completed John Deere work.
Link products to inventory so demand can calculate correctly.
If a crop plan does not look right
Check the selected season, selected paddock, product units, copied activities, whether a pass is conditional, and whether completed work is sitting in Reconcile rather than Plan. Actions → Plan check… lists missing prices, unlinked or doubled-up products and gaps in the program in one place. The change history (Actions → Change history) shows who changed what and when, and Undo this change puts back a change of your own.
If you are still stuck, open More → Help chat. Include the farm, paddock, season and a screenshot. If Help chat will not open, use More → Email Phase support.
